Remote 401(k) Plan Operations Specialist (Entry Level)

Guidant Financial; Richmond (VA); Remote; USD 43,000 - 53,000; Full time

Benefits offered by this job

Comprehensive health coverage

401(k) match

3 weeks of Paid Time Off

Flexible work arrangements

Job summary

A financial services firm is seeking a Retirement Plan Specialist to assist clients with 401(k) plan administration in a fully remote setting. The ideal candidate has strong communication and organizational skills, with a preferred background in business or finance. The role includes document review, client education, and preparation of government filings. This full-time position offers benefits such as paid time off and health coverage.

Qualifications

• Must be 18 years of age.
• Excellent verbal and written communication skills are necessary.
• Meticulous attention to detail and proactive problem-solving are required.
• Basic knowledge of 401(k) plan structure and IRS regulations preferred.

Responsibilities

• Work with clients to collect information for annual reporting.
• Review client documents for completeness and accuracy.
• Reconcile plans using Excel and administration software.
• Educate clients on 401(k) plan administration.

Skills

Communication skills

Attention to detail

Customer service skills

Organization skills

Proficiency in Microsoft Excel

Education

Associate’s or bachelor’s degree in a related field

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

A financial services firm is seeking a Retirement Plan Specialist to assist clients with 401(k) plan administration in a fully remote setting. The ideal candidate has strong communication and organizational skills, with a preferred background in business or finance. The role includes document review, client education, and preparation of government filings. This full-time position offers benefits such as paid time off and health coverage.